Kristen joined Raymond James in January 2008. Prior to that, she spent nine years as an investment officer at a local bank trust company. Kristen’s primary responsibilities are assisting clients with reaching their financial goals through thoughtful and appropriate investment of their assets in addition to retirement planning, college savings planning and risk management. Getting to know her clients and learning what is important to them is the most rewarding part of what she does. In addition, Kristen conducts research and analysis of the various investments that are used on our models and contributes to the monitoring, management and trading of those models.
Kristen graduated from Rockford University with a bachelor’s degree in economics and finance in 1998. She holds Series 7 and 66 securities licenses. In addition, she holds the AIF® designation, Accredited Investment Fiduciary®.
Kristen lives in Rockton with her husband, son and daughter, both of whom are currently in college. Activities she enjoys in her spare time are spending time with her kids when they are home, gardening, hiking with her dog, bike riding and just being outdoors.